HH
Hilltop Holdings Portfolio holdings
AUM
$1.56B
This Quarter Return
+2.7%
1 Year Return
+20.2%
3 Year Return
+61.15%
5 Year Return
+116.33%
10 Year Return
+244.98%
AUM
$341M
AUM Growth
+$341M
(+2.5%)
Cap. Flow
+$459K
Cap. Flow
% of AUM
0.13%
Top 10 Holdings %
Top 10 Hldgs %
17.12%
Holding
330
New
11
Increased
95
Reduced
104
Closed
19
Top Buys
| 1 |
iShares Russell 1000 ETF
IWB
|
$7.3M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$2.56M |
| 3 |
iShares Russell 3000 ETF
IWV
|
$2.12M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.2M |
| 5 |
Invesco QQQ Trust
QQQ
|
$1.15M |
Top Sells
| 1 |
iShares Russell Mid-Cap Value ETF
IWS
|
$5.72M |
| 2 |
iShares International Select Dividend ETF
IDV
|
$4.72M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.5M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$1.49M |
| 5 |
iShares MBS ETF
MBB
|
$1.26M |
Sector Composition
| 1 | Healthcare | 7.94% |
| 2 | Technology | 6.76% |
| 3 | Industrials | 6.19% |
| 4 | Consumer Discretionary | 5.93% |
| 5 | Consumer Staples | 5.77% |
